More than smart investing & honest advice, we're with you every step of the way.

Thoughtful, Values' Based Planning for Peace of Mind

Life is constantly changing. Financial events are driven by the death of a loved one, retirement, divorce, sale of a business or a career change or downsizing. The CSR Wealth team has over 35 years in the industry and we have developed a process to help guide you in this time of your life. Have a look at the topics listed, we are honored to help you with solutions for your specific situation.

What would you like to learn more about?

Tax Planning

 
  • Tax Planning Checklist
  • Deductibility of Investment Counsel Fees
  • Employee Stock Options
  • Employee Stock Options with Cash-out Rights
  • Equity Monetization
  • Farmers & Taxes - Capital Gains Exemption
  • Income Splitting
  • Interest Deductibility
  • Personal Tax Strategies
  • Principal Residence Exemption
  • Registered Education Savings Plan - RESP
  • Spousal Loans
  • Tax Free Savings Account - TFSA
  • Tax Loss Selling
  • Advanced Tax Loss Selling
  • Taxes on Death

Insurance Strategies

 
  • Critical Illness
  • Estate Bond
  • Estate Preservation
  • Executive Top up for Disability
  • Family Wealth Transfer Plan
  • Insured Annuity
  • Insured Annuity - Corporate
  • Insuring Your Children
  • Insuring What Matters the Most
  • Key Person Insurance
  • Long Term Care Insurance
  • Modular Benefit Plans
  • Topping up your Group Insurance Coverage

Estate Planning Strategies

 
  • Estate Planning Checklist
  • Estate Record Keeper
  • Cottage Succession
  • Being an Executor
  • Dying Without a Will
  • Estate Conflicts
  • Estate Freeze
  • Forms of Property Ownership
  • Family Mission Statement
  • Guardianship
  • Planning of Incapacity
  • An Overview of Probate
  • Will Planning

Retirement Planning

 
  • Retirement Income Options
  • Individual Pension Plans
  • Early Retirement Options
  • Canada Pension Plan (CPP) Strategies
  • Canada Pension Plan (CPP) - Sharing Benefits
  • Creditor Protection for Registered Plans
  • New RRSP/RRIF Investment Rules - 2011
  • RRSP Reference Guide
  • Pension Unlocking

Trusts

 
  • Alter Ego Trusts and Joint Partners Trusts
  • Alter Ego Trusts (Short Article)
  • Henson Trusts
  • 'In-Trust-For' Accounts
  • Inter Vivos Family Trusts
  • Introduction to Trusts
  • Spousal Trusts
  • Taxation of a Trust
  • Testamentary Trusts

Corporate Wealth

 
  • Capital Gains Exemption
  • Holding Companies
  • Professional Incorporation
  • Sale of a Business
  • Shareholders' Agreements

Philanthropy and Charity

 
  • Guide to Charitable Giving
  • Charitable Giving - Private Foundations
  • Donations of Publicly Listed Securities
  • Private Foundations - Excess Corporate Holdings Regime
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Contact Frank

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905-792-8112

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